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Jeffrey Carrera Paguirigan

Capital Client Group, Inc.

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About Jeffrey Carrera Paguirigan

Jeffrey Carrera Paguirgan has been in the financial services industry since 1999. He is currently registered with Capital Client Group, Inc. in California. Previously, Paguirgan was registered with Blackrock Investments, LLC, Columbia Management Investment Distributors, Inc., Prudential Investment Management Services LLC, and Copeland Equities, Inc. He has passed the Series 6, 7, 63, and 65 exams, as well as the Securities Industry Essentials Examination. Jeffrey Carrera Paguirgan's career spans a diverse range of financial institutions, demonstrating experience in various aspects of the industry.

Firm Information

Jeffrey Paguirigan is currently registered with Capital Client Group, Inc.. Capital Client Group, Inc. is a corporation established in 1972 and headquartered in Los Angeles, California. The firm provides various investment advisory services, including recommending affiliate as an investment advisor of SMA assets. They primarily serve corporations, individuals, insurance companies, investment companies, and other investment advisors. The firm is registered with the SEC and in 53 states.
Capital Client Group, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071-1406

Not reported

Assets Under Management

Not reported

Total Clients

619

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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recommending affiliate as investment adviser of sma assets

Recommending affiliate as investment adviser of sma assets

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

As agreed upon in a manner that covers registrant's costs

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Jeffrey Paguirigan’s Registration & Firm History

CA

02/25/2022 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

NJ

04/07/2015 - 02/17/2022

BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)

MA

04/09/2012 - 03/19/2015

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

NJ

11/22/2010 - 04/04/2012

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (ISELIN NJ)

CT

10/04/1999 - 10/05/2010

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)

NJ

11/09/1998 - 09/15/1999

COPELAND EQUITIES, INC. (SOMERSET NJ)

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Licenses & Designations

IA

Issued 09/04/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/04/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/2012

Series 7 - General Securities Representative Examination

BC

Issued 11/06/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Carrera Paguirigan.
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